Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jungki Koh is a financial advisor with over 23 years of experience in the financial services industry. John holds Series 6, 7, 24, 63, and 65 licenses. John is currently registered with J.P. Morgan Securities LLC in Whittier, CA. John was previously registered with LPL Financial LLC, BANCWEST INVESTMENT SERVICES, INC., GOLD COAST SECURITIES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, PRUCO SECURITIES CORPORATION, and ROYAL ALLIANCE ASSOCIATES, INC. John has been a Certified Financial Planner since 2000. John specializes in providing financial planning services to individuals, families, and businesses. John is a highly experienced advisor with a proven track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/01/2024 - Present
J.p. Morgan Securities LLC (Whittier CA)
CA
07/19/2023 - 07/17/2024
LPL FINANCIAL LLC (HUNTINGTON BEACH CA)
CA
07/21/2015 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (HUNTINGTON BEACH CA)
CA
02/18/2011 - 06/30/2015
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
CA
02/09/2004 - 03/31/2009
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
MA
11/07/2001 - 08/09/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/07/2001 - 08/09/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
06/29/1998 - 10/12/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
AZ
04/20/1998 - 05/26/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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